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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,245 | $86,949-64.1% | $102,460-69.5% | $80,959-61.4% |
| Participation rate | 73.3% | 72.4%+0.9pp | 76.5%-3.2pp | 67.7%+5.7pp |
| Annual return | 13.05% | 18.89%-5.8pp | 29.47%-16.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $943 | $2,370-60.2% | $3,025-68.8% | $2,757-65.8% |
| Participant deferral / active EE | $2,699 | $4,121-34.5% | $5,056-46.6% | $4,300-37.2% |
| Admin fee / account holder | $855 | $8,048-89.4% | $9,460-91.0% | $6,925-87.7% |